| DSM Capital Partners LLC | 646 | $83.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 550 | $71.3K | 0.01% | +72+15.1% | Added |
| Focused Wealth Management, Inc | 550 | $71.3K | 0.01% | +550 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 550 | $71.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 523 | $67.8K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 520 | $67.4K | 0.01% | +1+0.2% | Added |
| Central Trust Co | 511 | $66.3K | 0.00% | −190−27.1% | Reduced |
| TD Waterhouse Canada Inc. | 506 | $66.0K | 0.00% | +31+6.5% | Added |
| CoreCap Advisors, LLC | 480 | $62.3K | 0.01% | −250−34.2% | Reduced |
| GAMMA Investing LLC | 471 | $61.1K | 0.01% | +42+9.8% | Added |
| Adirondack Trust Co | 449 | $58.2K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 443 | $57.5K | 0.01% | +4+0.9% | Added |
| Silicon Valley Capital Partners | 435 | $56.4K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 433 | $56.2K | 0.02% | +104+31.6% | Added |
| Anfield Capital Management, LLC | 400 | $51.9K | 0.03% | +400 | New |
| EntryPoint Capital, LLC | 393 | $51.0K | 0.02% | +42+12.0% | Added |
| Spire Wealth Management | 368 | $47.7K | 0.00% | −4−1.1% | Reduced |
| Great Lakes Retirement, Inc. | 363 | $47.1K | 0.01% | +363 | New |
| Massmutual Trust Co FSB | 360 | $46.7K | 0.00% | +117+48.1% | Added |
| J.Safra Asset Management Corp | 341 | $44.2K | 0.00% | +294+625.5% | Added |
| ORG Partners LLC | 332 | $43.3K | 0.01% | +332 | New |
| Montag A & Associates Inc | 321 | $41.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 313 | $40.6K | 0.02% | −5−1.6% | Reduced |
| Versant Capital Management, Inc | 307 | $39.8K | 0.01% | +210+216.5% | Added |
| EverSource Wealth Advisors, LLC | 338 | $39.4K | 0.00% | +30+9.7% | Added |
| Harbour Investments, Inc. | 296 | $38.4K | 0.00% | +123+71.1% | Added |
| Catalyst Capital Advisors LLC | 295 | $38.3K | 0.00% | +6+2.1% | Added |
| Trifecta Capital Advisors, LLC | 290 | $37.6K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 290 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 299 | $37.0K | 0.00% | +299 | New |
| AlphaCentric Advisors LLC | 274 | $35.5K | 0.03% | +3+1.1% | Added |
| Raleigh Capital Management Inc. | 236 | $30.6K | 0.01% | +236 | New |
| RFP Financial Group LLC | 220 | $28.5K | 0.01% | +6+2.8% | Added |
| Riverview Trust Co | 207 | $26.8K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $25.9K | 0.00% | −10−4.8% | Reduced |
| South State Corp. | 200 | $25.9K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 186 | $24.1K | 0.00% | +4+2.2% | Added |
| Tyler-Stone Wealth Management | 180 | $23.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 174 | $22.6K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 173 | $22.4K | 0.00% | +38+28.1% | Added |
| Roble, Belko & Company, Inc | 172 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 161 | $20.7K | 0.00% | +78+94.0% | Added |
| Nemes Rush Group LLC | 150 | $19.5K | 0.00% | −26−14.8% | Reduced |
| Ancora Advisors, LLC | 150 | $19.5K | 0.00% | +150 | New |
| TD Private Client Wealth LLC | 148 | $19.2K | 0.00% | +91+159.6% | Added |
| Opal Wealth Advisors, LLC | 147 | $19.1K | 0.01% | +147 | New |
| Salem Investment Counselors Inc | 144 | $18.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 140 | $18.2K | 0.01% | +81+137.3% | Added |
| Asset Dedication, LLC | 132 | $17.1K | 0.00% | +132 | New |
| Planning Capital Management Corp | 129 | $16.7K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 125 | $16.2K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 122 | $15.8K | 0.01% | +122 | New |
| Private Trust Co NA | 121 | $15.7K | 0.00% | +28+30.1% | Added |
| TD Capital Management LLC | 120 | $15.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 119 | $15.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $14.9K | 0.00% | −68−37.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 113 | $14.7K | 0.00% | −52−31.5% | Reduced |
| Mather Group, LLC. | 117 | $14.4K | 0.00% | +95+431.8% | Added |
| Northwest Capital Management Inc | 109 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 105 | $13.6K | 0.00% | +43+69.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 100 | $13.0K | 0.00% | +100 | New |
| McMahon Financial Advisors, LLC | 100 | $13.0K | 0.00% | +100 | New |
| NCP Inc. | 100 | $13.0K | 0.01% | +100 | New |
| Colonial Trust Advisors | 97 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 119 | $12.5K | 0.00% | −20−14.4% | Reduced |
| Legacy Bridge, LLC | 92 | $11.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 83 | $10.8K | 0.00% | −15−15.3% | Reduced |
| Cape Investment Advisory, Inc. | 78 | $10.1K | 0.00% | +78 | New |
| LRI Investments, LLC | 77 | $9.99K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $9.73K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 70 | $9.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 77 | $9.00K | 0.00% | +52+208.0% | Added |
| Harbor Investment Advisory, LLC | 68 | $8.82K | 0.00% | +68 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $8.56K | 0.00% | −8−10.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 65 | $8.43K | 0.00% | +65 | New |
| SYSTM Wealth Solutions LLC | 65 | $8.43K | 0.00% | +65 | New |
| Clearstead Advisors, LLC | 60 | $7.78K | 0.00% | −549−90.1% | Reduced |
| Fortitude Family Office, LLC | 58 | $7.52K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $7.13K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 47 | $6.09K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 46 | $5.97K | 0.00% | +46 | New |
| Contravisory Investment Management, Inc. | 40 | $5.19K | 0.00% | +40 | New |
| Hantz Financial Services, Inc. | 38 | $5.00K | 0.00% | −7,591−99.5% | Reduced |
| Valley National Advisers Inc | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 41 | $5.00K | 0.00% | +41 | New |
| FinTrust Capital Advisors, LLC | 36 | $4.67K | 0.00% | +36 | New |
| Archer Investment Corp | 34 | $4.41K | 0.00% | +34 | New |
| Pacific Capital Wealth Advisors, Inc | 33 | $4.28K | 0.00% | +33 | New |
| Brown Brothers Harriman & Co | 32 | $4.15K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 29 | $3.76K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 27 | $3.50K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 26 | $3.37K | 0.00% | +26 | New |
| Westside Investment Management, Inc. | 26 | $3.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $3.24K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $3.24K | 0.00% | 00.0% | Unchanged |